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We discuss implications of the regime-shift in German fiscal policy, moderating US exceptionalism and tariffs on FX markets.

Speakers: Meera Chandan, Global FX Strategy Patrick Locke, Global FX Strategy Anezka Christovova, Emerging Markets Strategy

This podcast was recorded on 7 March 2025.

This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof ma

Global FX and EM: Seeking themes with a shelf-life

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